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STRATEGIC PLANNING

STRATEGIC PLANNING PROCESS

Nonprofit Strategic Planner

A strategic plan is an overarching plan for the entire organization and is used to guide and organization to accomplish goals and defines objectives and action steps to reach goals. Typically, strategic plans span 3-5 years but in some cases, a 1- or 2-year plan is appropriate for an organization. Going beyond five years isn't advised because it becomes less feasible and less adaptable. There are many variables to consider, but this process takes approximately 3 months to complete.

1

Prepare for Strategic Planning
  • Client Onboarding

  • Collect and Organize Organizational Information

  • Develop Survey Tool to Identify Strategic Issues from Staff, Board, Volunteers, and Key Stakeholders

  • Test Online Survey Tool

2

Collect and Analyze Data
  • Analyze Organizational Information

  • Conduct an Environmental Scan and Competitive Analysis

  • Launch and Monitor Survey over 2 Week Period

  • Analyze Survey Responses

  • Prepare and Submit Strategic Position Report Ahead of Strategic Planning Session

3

Facilitate Strategic Planning Session
  • Present Strategic Position Report

  • Conduct SWOT Analysis

  • Prioritize Strategic Issues

  • Develop Organization-Wide Goals

  • Develop Strategic Objectives

  • Develop Action Steps

  • Develop Key Performance Indicators

  • Identify Key Personnel Responsible for Activities

4

Develop Strategic Plan
  • Develop and Submit Draft 1 of Strategic Plan for Client Review and Feedback

  • Develop and Submit Final Draft of Strategic Plan

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STRATEGIC PLANNING CONTACT FORM

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Important Notes

Jelly Nonprofit Consulting serves U.S.-based nonprofit organizations serving geographic regions in the U.S. These organizations must benefit the public and address identifiable current needs, demands, or problems in their service region. We do not provide services to for-profit businesses.

We do not provide services to religious organizations for religious purposes. We may provide services if the proposed project of the religious organization is non-sectarian, benefit a broad base of the community, and have a separate 501(c)(3) designation. The proposed program must not promote a specific religion/theology or discriminate against non-believers.


We are currently not in the position to donate in-kind services or provide pro-bono work. If now is not the right time considering your budget, let’s connect again when the time is right. We look forward to partnering with you in the future. In the meantime, we invite you to check out our 'RESOURCES' page on our website. 

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